We are live on ! Find out more
JMBS icon

Janus Henderson Mortgage-Backed Securities ETF

125 hedge funds and large institutions have $1.64B invested in Janus Henderson Mortgage-Backed Securities ETF in 2023 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 66 increasing their positions, 29 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

156% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 9

128% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 29

33% more capital invested

Capital invested by funds: $1.23B → $1.64B (+$408M)

10% more funds holding

Funds holding: 114125 (+11)

3.4% more ownership

Funds ownership: 84.39%87.79% (+3.4%)

22% less funds holding in top 10

Funds holding in top 10: 97 (-2)

Holders
125
Holders Change
+11
Holders Change %
+9.65%
% of All Funds
1.98%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.11%
New
23
Increased
66
Reduced
29
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$7.84M +$684K +15,277 +9%
Osaic Holdings
27
Osaic Holdings
Arizona
$7.56M +$2.25M +50,331 +41%
RJFSA
28
Raymond James Financial Services Advisors
Florida
$6.24M +$3.77M +84,202 +141%
Jane Street
29
Jane Street
New York
$5.88M +$3.48M +77,764 +135%
Janney Montgomery Scott
30
Janney Montgomery Scott
Pennsylvania
$5.44M +$4.19M +93,675 +295%
RIA
31
Regal Investment Advisors
Michigan
$4.9M +$461K +10,299 +10%
AC
32
Asio Capital
Kentucky
$4.39M +$4.53M +101,227 New
APW
33
Acima Private Wealth
Virginia
$3.91M +$889K +19,861 +28%
Cetera Investment Advisers
34
Cetera Investment Advisers
Illinois
$3.74M +$1.39M +31,110 +57%
SKK
35
Shepherd Kaplan Krochuk
Massachusetts
$3.65M -$1.38M -30,798 -27%
Envestnet Portfolio Solutions
36
Envestnet Portfolio Solutions
Illinois
$3.33M +$3.44M +76,795 New
KW
37
KWB Wealth
California
$3.05M -$98.4K -2,199 -3%
RSS
38
Rosenblum Silverman Sutton
California
$2.9M -$117K -2,615 -4%
ARG
39
Advisory Resource Group
Oklahoma
$2.88M +$87.7K +1,959 +3%
CFD
40
Creative Financial Designs
Indiana
$2.88M +$121K +2,700 +4%
Citadel Advisors
41
Citadel Advisors
Florida
$2.83M +$1.49M +33,327 +105%
PVI
42
Pine Valley Investments
New Jersey
$2.77M +$311K +6,941 +12%
MMM
43
Mendel Money Management
Illinois
$2.7M -$4.92K -110 -0.2%
TCA
44
Transcend Capital Advisors
New Jersey
$2.61M +$1.5M +33,537 +126%
HIA
45
Harbor Investment Advisory
Maryland
$2.61M +$1.62M +36,290 +153%
MIM
46
Macroview Investment Management
Maryland
$2.45M -$45.6K -1,018 -2%
SIA
47
SeaBridge Investment Advisors
New Jersey
$2.41M +$95.6K +2,137 +4%
Stifel Financial
48
Stifel Financial
Missouri
$2.33M +$987K +22,064 +70%
BCI
49
Brinker Capital Investments
Pennsylvania
$2.3M -$2.38M -53,175 -50%
OPS
50
Orion Portfolio Solutions
Nebraska
$2.3M -$2.38M -53,175 -50%

JMBS Hedge Fund Activity: Q3 2023 in Review

125 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Janus Henderson Mortgage-Backed Securities ETF (JMBS) for Q3 2023, worth a combined $1.64B — up 33% from $1.23B a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new JMBS positions and 9 closed out — a net gain of 14 holders — while 66 added to existing stakes and 29 trimmed.

The largest buyer was Bank of America, adding an estimated $144M. The largest seller was Arden Trust, cutting an estimated $7.23M.

  • 125 institutional investors held Janus Henderson Mortgage-Backed Securities ETF (JMBS) as of Q3 2023, up from 114 in Q2 2023.
  • Funds reported $1.64B of Janus Henderson Mortgage-Backed Securities ETF stock for Q3 2023, up 33% quarter-over-quarter.
  • 23 funds opened new Janus Henderson Mortgage-Backed Securities ETF positions in Q3 2023 and 9 closed out, a net change of +14 holders.
  • The largest Janus Henderson Mortgage-Backed Securities ETF buyer in Q3 2023 was Bank of America, an estimated $144M added.
  • The largest Janus Henderson Mortgage-Backed Securities ETF seller in Q3 2023 was Arden Trust, an estimated $7.23M sold.

Based on aggregated 13F filings for Q3 2023.